Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2020

Oct 27, 2020

SELL
N/A
-69,330 Closed
0 $0
Q2 2020

Jul 15, 2020

SELL
N/A
-9,102 Reduced 11.6%
69,330 $474,000
Q1 2020

Apr 24, 2020

BUY
N/A
1,802 Added 2.35%
78,432 $623,000
Q4 2019

Jan 23, 2020

BUY
N/A
76,630 New
76,630 $855,000
Q3 2018

Nov 07, 2018

SELL
N/A
-17,628 Closed
0 $0
Q2 2018

Jul 17, 2018

SELL
N/A
-2,008 Reduced 10.23%
17,628 $240,000
Q1 2018

Apr 30, 2018

SELL
N/A
-4,086 Reduced 17.22%
19,636 $265,000
Q4 2017

Jan 23, 2018

SELL
N/A
-883 Reduced 3.59%
23,722 $414,000
Q3 2017

Oct 26, 2017

SELL
N/A
-5,559 Reduced 18.43%
24,605 $596,000
Q2 2017

Aug 11, 2017

BUY
N/A
30,164
30,164 $815,000
Track This Portfolio

Track Segment Wealth Management, LLC Portfolio

Follow Segment Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Segment Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Segment Wealth Management, LLC with notifications on news.